+76.5%
TXN vs UUUU
+74.5%
+2.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.0% | +8.8% | +4.3% |
| 7D | +4.0% | -10.5% | +14.5% | +5.1% |
| 30D | -2.9% | -10.5% | +7.7% | -1.9% |
| 3M | -9.1% | -14.1% | +5.0% | -8.1% |
| 6M | +36.6% | -35.5% | +72.1% | +40.2% |
| YTD | +57.5% | -10.9% | +68.4% | +57.1% |
| 1Y | +49.5% | +3.4% | +46.2% | +44.5% |
| 3Y | +76.5% | +73.1% | +3.4% | +50.0% |
| All | +76.5% | +74.5% | +2.0% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling